CUSTOMER CARD01
CRM and customer service
Keep contacts, conversations, tasks and documents with the customer. Preserve a shared interaction history.
Discuss your needsEverything is OK with the clientZOYD / SCENARIO
Contact → offer → order
The history of interactions is kept in the process
Initial enquiry
AIM AND APPROACHConnect what
Connect what
works together.
A manager needs more than contact details: enquiries, agreements, orders and next steps all matter. ZOYD can connect customer service to internal workflows and make relevant information available through customer portals.
We start with your operations, reference data and working rules. Then we identify the platform configuration, integrations and implementation steps your process requires.
SOLUTION COMPONENTSTools for
Tools for
your workflow.
INTERACTION02
Interaction history and discussions
THE WORK PROCESS03
Enquiries, orders and assigned tasks
SALE04
Documents and approvals within the sales process
COMMUNICATION05
Connecting communication channels and notifications
CLIENT ACCESS06
Customer portals for selected workflows
FUNCTIONAL SCENARIOThe customer remembers
The customer remembers
the last conversation
See how functions come together in a single workflow, from the first event to the output.
01History stays
with the customer02From a proposal
to order fulfilment03Channels and portals
for your workflow
1:11 · English narration · SubtitlesEND-TO-END WORKFLOWFrom the first event
From the first event
to a clear result.
Every step keeps in touch
with participants, data and documents.
- 01
Initial enquiry
- 02
Clarification and proposal
- 03
Order fulfilment
- 04
Service and follow-up
BEFORE THE FIRST CONVERSATION
Frequently asked questions.
How does this relate to LeadHub?
LeadHub is responsible for the flow of requests from the channels and their transfer. ZOYD CRM contour - for further interaction and related processes. You can also configure the transfer to your existing CRM.
How is the solution priced?
Pricing depends on the processes, scale, integrations, data, equipment and launch conditions. A short enquiry helps us start the assessment. The team will prepare an estimate or contact you for further details.
Can we keep our existing business systems?
Yes, integration is considered during design. We establish the system, version, available interfaces, exchange direction and required data to define the actual integration scope.
Related solutions.
01
Documents and e-signatures
The document moves along with the process: from template and approval to signature and execution.
View solution02
HR and employee portal
Employees, tasks, documents and accesses – all in one place. Organize clear HR processes.
View solution03
Service Desk
Give each enquiry an owner and a next step. Track the completion of service tasks.
View solution A SIMPLE FIRST STEP
Let's discuss your workflow.
Tell us what you want to improve. Together, we will define the initial scope, required data and solution components.
Discuss a solutionA short enquiry. A focused conversation.